Horizon Capital Management, LLC

Overview

Horizon Capital Management, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individual and family clients as well as small businesses and select institutional accounts. The firm charges a mix of percentage-of-AUM fees and fixed fees and operates under an individual ownership structure. It does not function as a capital allocator or run its own pooled investment vehicles; instead it constructs client portfolios from third-party products and direct allocations. Investment activity centers on pooled public funds and separate-account strategies, with discretion across client relationships. Horizon is not an active ESG investor and does not serve as a pension consultant or related adviser. The firm’s operating model emphasizes personalized portfolio management and planning for high-net-worth households and smaller institutional mandates, relying on external managers for specialized alternative exposure.

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Location & Offices